Services.
We provide the best quality of advice and service in the preparation of financial information and tax returns.
Our clients are businesspeople. Their financial concerns extend beyond the day-to-day operation of their business. That is why Lohn Caulder has evolved its service scope to include many more services than you might expect from a CPA firm.
Our Services
01. Assurance & Accounting
Lohn Caulder has extensive experience in the preparation of Notice to Reader, Review Engagement, and Audited Financial Statements. We strive to streamline its procedures in the preparation of financial statements to offer you the best possible business and financial advice at the lowest possible cost.
Other client financial reporting issues that we deal with include:
- financial statement analysis
- trust auditing and statute compliance
- cash flow projections, financing needs, and banking proposals
- purchase and systems reviews
02. Consulting
Financial Advisory Services – Lohn Caulder can assist in determining the financial and tax implications of a business decision. We offer assistance with purchase and sale transactions, estate planning and transfers to the next generation of owners, corporate reorganizations, cash flow projections, financing needs, and banking proposals.
Management Advisory Services – our wide range of experience enables us to offer your management team business advice for improving your products and services, lowering your costs, and keeping up with technological changes.
03. Tax Planning
Lohn Caulder can assist you in reducing your income tax bill. We have over 38 years experience in personal and corporate tax planning. Remember, if you’re not planning ahead of time for your tax bill, you are probably paying too much.
Lohn Caulder offers services in:
- International tax plans, Financing plans
- Estate and Trust planning, Retirement planning
- Personal returns
- T3, T4 and T5 preparation, GST/PST returns
- Worker’s Compensation Board compliance requirements
04. Mergers & Acquisitions
Lohn Caulder advises on mergers, buy-ins and buy-outs, financing start-ups & purchases, buy-sell agreements, employment contracts, deferred compensation arrangements, investment reviews, insurance reviews, and long-range planning.
Global investment banking services for mergers and acquisitions; corporate finance, including private placement of debt and equity; and strategic partnerships and joint ventures.
05. Cross Border and Non-Resident Tax Services
We assist individuals, businesses, and investors with Canada-U.S. cross-border tax compliance, planning, and reporting, including U.S. tax returns, FBARs, foreign asset reporting, PFIC reporting, foreign corporations, tax treaty planning, and streamlined filing procedures. We also advise non-residents of Canada on Canadian tax obligations, including real estate sales, rental property reporting, withholding tax, Section 116 clearance certificates, and CRA compliance.
Practical Advice, Tailored to Your Situation
Every cross-border situation is unique. Our approach is to understand your personal or business circumstances first, then provide practical advice that considers the tax rules on both sides of the border. By identifying issues early, we help clients stay compliant, reduce unnecessary tax, and make informed decisions with confidence.
